Next week, hundreds of high-tech’s most geekiest participants will flock to San Francisco for the Intel Developer Forum, better known as IDF. But one of their most prominent cheerleaders will not be there.
Patrick Gelsinger, a senior vice president who also served in the past as Intel’s chief technology officer, says he will then be in Hopkinton, Mass., starting his new job at data storage giant EMC.
IBM has often marched to a different drummer in computer chips. But Big Blue will take a step closer to conventional wisdom next year.
No, IBM is not moving away from developing electronic brains for its own servers, as most computer makers have. While some IBM servers do use the ubiquitous x86 chips designed by Intel and Advanced Micro Devices, IBM continues to extend the internally-developed Power line of microprocessors for other systems as well as chips for IBM mainframes.
This was a strange earnings season. But it has been a remarkably strange economy. But when you look at the big names in tech, including Intel, IBM, Apple, Google, Yahoo, eBay, Microsoft, and the big names on Wall Street, there was a bizarre disconnect over what was expected, and what was realized.
Intel shares this afternoon are getting a lift from an upgrade by JMP Securities analyst Alex Gauna from “Market Perform” to “Market Outperform,” with a $24 price target.
Following on a much-stronger-than-expected Q2 report last week, Intel, Gauna says, should continue to gain from better-than-expected results of its customers’ sales of notebook computers and server computers.
Worldwide PC shipments fell 5 percent in the second quarter from a year earlier, according to market research firm Gartner. That exceeded the company’s previous forecast of a 9.8 percent decline.
Gartner said the better-than-expected results reflect “a small sign of a PC market recovery in terms of shipment volumes in some regions.”
As expected, the huge Q2 earnings and revenue surprise by Intel last night has triggered a huge tech rally.
The question, though, is whether this is whether the trend will continue – and in particular, whether the U.S. consumer will be buying PCs in the upcoming back-to-school period.
I have no idea if this is actually significant, but for the record: Intel late today sent the media a notice that the company plans to make “an important announcement” Tuesday morning.
Each year, Intel invites the media to an event in Silicon Valley that’s a bit like a high school science fair. Hard news is scarce, but one gleans tidbits about some long-term directions in the computer industry.
At the session held Thursday, bright young people from the chip maker’s research labs positioned themselves around a large room, armed with computers and other gadgets to help explain their projects to anyone who walked up.
Intel, which helped shake up the PC industry last year by promoting low-priced laptops called netbooks, is at it again. But there’s not such a memorable name this time.
The chip giant is expected to use the Computex trade show this week to discuss a category of portables that fall in a price band between netbooks–which can start at less than $300–and full-featured notebooks, which often cost more than $1,000.
Many lessons have been drawn from the U.S. government’s antitrust assault on Microsoft in the late 1990s. Intel’s new scrape with the European Union is likely to spark memories of one of the simplest: don’t put it in writing.
Intel has come out fighting, after being slapped with a record €1.06bn fine by the EU for anti-competitive practices.
New research by IDC points to falling sales of the chip that drives the majority of netbook PCs–Intel’s Atom CPU.
No one can say for sure that antitrust regulators in Europe will levy a big fine against Intel next week, or ever for that matter. But there don’t seem to be too many people betting against that possibility.
There are some novel techie elements to Intel’s new “Sponsors of Tomorrow” ad campaign, which the Journal covered in an article Tuesday.
Semiconductor luminaries honored at a black-tie ceremony in Silicon Valley Saturday night didn’t get a lot of time on stage. Most posed a few seconds for a photo with their award, said a few words about how honored they were, and left the stage. Andy Grove couldn’t resist doing a little more, including comparing commerce in patents to the actions that brought down Wall Street.
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